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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,678 | $96,524+246.7% | $75,900+340.9% | $152,909+118.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 20.80% | 33.93%-13.1pp | 30.73%-9.9pp | 345.46%-324.7pp |
| Employer contribution / active EE | $833 | $3,311-74.8% | $2,501-66.7% | $4,764-82.5% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $58,825 | $8,082+627.9% | $5,421+985.1% | $11,601+407.1% |